1Y
-1.20%
3Y
+23.17%
5Y
+18.98%
Since Inception
+20.41%
Sharpe
0.84
Sortino
1.39
Max Drawdown
-24.33%
Volatility
15.97%
Alpha
+9.68%
Beta
1.05
Info Ratio
1.45
Up / Down Capture
126 / 81
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹8.2K Cr (January - March 2026)
Expense ratio (Direct)0.91%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#119 of 225
Top 53%
3Y CAGR
#19 of 128
Top 15%
5Y CAGR
#19 of 99
Top 19%
Sharpe
#27 of 225
Top 12%